【Zoho CRM】直近のアップデートまとめ＋グループ機能に関するアップデート

【Zoho CRM】直近のアップデートまとめ＋グループ機能に関するアップデート

弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。
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▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g
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直近では以下のアップデートが行われました。
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今回は直近のアップデートの中から、グループ機能に関する情報をピックアップし、詳細を見ていきます。
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Zoho CRM におけるユーザーのグループ機能では、要件に応じたさまざまなユーザーのグループを設定、共有することで、データを効率的に管理できます。
たとえば、この機能を利用して各部署ごとのグループを作成し、それぞれにユーザーを関連付けることで、特定のグループに関連付けられたユーザーは、該当のグループに共有されたデータへのアクセス、データに対する処理を実行できます。

グループ機能についての基本情報は、こちらよりご確認ください。

今回の機能アップデートでは、グループの作成画面や詳細画面のUIを中心に、以下の点について変更しました。
１、UI変更について：グループの新規作成画面
２、機能アップデートについて
いずれも、設定 ＞ ユーザーと権限 ＞ ユーザー ＞ グループタブの順に進み、設定します。以下に実際のUIを掲載します。

１、 UI変更について

グループの新規作成画面が更新され、グループ名やメンバーをポップアップ画面にて追加できるようになりました。



また、グループの詳細やメンバーの一覧を確認するグループの詳細画面のUIも更新されました。ユーザー、役職などは異なるタブに分類され、かつグループ内のユーザや役職が検索できるようになりました。




２、 機能アップデートについて

UI変更の他にも、以下の機能がアップデートされました。
①検索オプションの追加により、グループに追加するユーザーや役職などを素早く見つけられるようになりました。

②ユーザーの選択画面で、各ユーザーのメールアドレスやプロフィール写真といった詳細情報が表示されるようになりました。

③役職やテリトリーの詳細画面で、該当の役職やテリトリーのチェックボックスをオンにすることで部下やサブテリトリーを含める、または除外できるようになりました。



④グループを作成する際に、選択されているユーザー、役職、テリトリー、グループの合計数がボタンとして表示されるようになりました。ボタンをクリックすると、選択した項目を一覧で表示することができます。

⑤グループ作成時の選択項目が、「選択したユーザー」「選択した役職」「選択したテリトリー」「選択したグループ」に分類されるようになりました。



この機能アップデートは、すべてのユーザーに対し適用されています。

本社のフォーラム投稿もご参照ください。
▼ Revamped UI for Groups in CRM

今回紹介した機能は以下のプランからご利用になれます。
  • グループ機能：スタンダードプラン
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また、フォーラム全体ではなく、特定のサブフォーラムの新着投稿の通知のみを受け取ることも可能です。

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